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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$7.75M -$178K -7,188 -2%
OWM
102
Opes Wealth Management
California
$7.67M +$10.1K +408 +0.1%
FPAS
103
Focus Partners Advisor Solutions
Missouri
$7.64M -$1.17M -47,229 -13%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$7.33M +$738K +29,850 +11%
IWA
105
IVC Wealth Advisors
Pennsylvania
$7.29M -$443K -17,937 -6%
RWP
106
RWA Wealth Partners
Massachusetts
$7.22M +$102K +4,146 +1%
SPI
107
Santori & Peters Inc
Pennsylvania
$7.06M -$26.9K -1,089 -0.4%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$7.01M +$3.24M +131,283 +86%
CKAIS
109
Christensen King & Associates Investment Services
Washington
$6.99M +$52.6K +2,127 +0.8%
BCIM
110
Bishop & Co Investment Management
Pennsylvania
$6.97M +$553K +22,362 +9%
PP
111
PrairieView Partners
Minnesota
$6.93M -$305K -12,336 -4%
MFG
112
MidWestOne Financial Group
Iowa
$6.9M +$915K +37,023 +15%
BAMG
113
Brand Asset Management Group
Missouri
$6.8M +$40.9K +1,656 +0.6%
CMP
114
Courage Miller Partners
Virginia
$6.59M
BCI
115
Brinker Capital Investments
Pennsylvania
$6.44M -$191K -7,716 -3%
OPS
116
Orion Portfolio Solutions
Nebraska
$6.44M -$191K -7,716 -3%
EWA
117
Exencial Wealth Advisors
Oklahoma
$6.43M +$323K +13,074 +5%
FFA
118
Florida Financial Advisors
Florida
$6.33M +$17.5K +708 +0.3%
SKK
119
Shepherd Kaplan Krochuk
Massachusetts
$6.31M +$223K +9,042 +4%
GIA
120
Gladstone Institutional Advisory
Florida
$6.28M -$219K -8,874 -3%
TWM
121
Thrive Wealth Management
Pennsylvania
$6.23M -$18.3K -741 -0.3%
PMG
122
ProVise Management Group
Florida
$6.19M -$3.03M -122,643 -33%
DPI
123
Diversified Portfolios Inc
Michigan
$6.1M +$165K +6,666 +3%
BAM
124
Berkshire Asset Management
Pennsylvania
$5.99M +$40.2K +1,626 +0.7%
CAM
125
Cresset Asset Management
Illinois
$5.99M -$100K -4,056 -2%